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Where Probate Professionals Learn, Grow, and Stay Ahead
Our 6-Part Probate Lunch & Learn Series
6-Part Probate Lunch & Learn Series
Build Your Probate Foundation—One Bite at a Time
Join us for a special 6-Part Probate Lunch & Learn Series designed for attorneys, paralegals, fiduciaries, real estate professionals, and anyone working in the probate field. Whether you're new to probate or want to sharpen your foundational knowledge, this series will give you the clarity, confidence, and practical tools to handle probate cases more effectively.
Each session is a concise, one-hour class presented live over Zoom during the lunch hour. Attend from your desk, earn continuing education credit, and walk away with actionable insights you can apply immediately. Each class offers one hour of MCLE or LSCLE, as described below.
Special Offer for the First 50 Followers of the Probate Notes podcast
Follow the Probate Notes Podcast and receive the full 6-class package for FREE for the first 50 followers. First, follow us on Apple Podcasts or Spotify. Second, email us to let us know and we'll email you a promo code.
These classes also serve as prerequisites for our Probate Boot Camp coming in November 2025. Stay tuned for details.
Ready to learn, grow, and simplify probate?
[Register Now]
6-Class Lunch and Learn
Intestate Succession: No Will, No Problem
Probate Relationships and Termination of Relationships
Probate Relationships and Termination of Relationships
AUG. 12, 2025 12:00 PM- 1:00 PM
This MCLE activity relates to legal subjects directly relevant to licensees of the State Bar and have current significant educational professional, or practical content, with an objective to increase each participant’s professional competency as an attorney.
This MCLE activity provides educational or practical instructions in the practice of law, and specifically the practice of Decedent’s Estate Administration as it relates to Estate Planning, Trust, and Probate Law.
This program provides highly detailed educational content on the intestate succession laws of the California Probate Code. The depth of information is beyond a basic level. Detailed knowledge of intestate succession is necessary in any decedent’s estate to know who the intestate heirs are that would inherit the decedent’s property or be entitled to notice and an opportunity to be heard.
More specifically, this MCLE activity provides high-quality legal education in one or more of the following areas for LSMCLE credit:
Administration of a decedent’s estate, probate, and summary proceedings
Probate Relationships and Termination of Relationships
Probate Relationships and Termination of Relationships
Probate Relationships and Termination of Relationships
AUG. 13, 2025 12:00 PM- 1:00 PM
This MCLE activity relates to legal subjects directly relevant to licensees of the State Bar and have current significant educational professional, or practical content, with an objective to increase each participant’s professional competency as an attorney.
This MCLE activity provides educational or practical instructions in the practice of law, and specifically the practice of Estate Planning as well as Decedent’s Estate Administration as it relates to Estate Planning, Trust, and Probate Law.
This program provides highly detailed educational content on the relationships of parties in the context of intestate succession laws of the California Probate Code and how those relationships can be terminated. The depth of information is beyond a basic level. Detailed knowledge of relationships and termination of relationships in the context of intestate succession is necessary in any estate planning and decedent’s estate to know who are intestate heirs are that would inherit the decedent’s property or be entitled to notice and an opportunity to be heard.
More specifically, this MCLE activity provides high-quality legal education in one or more of the following areas for LSMCLE credit:
Estate Planning
Administration of a decedent’s estate, probate, and summary proceedings
Where There's a Will, There's a Way
Probate Relationships and Termination of Relationships
Probate Property vs Non-Probate Property
AUG. 19, 2025 12:00 PM- 1:00 PM
This MCLE activity is designed for licensees of the State Bar and provides substantial educational, professional, or practical content relevant to the practice of law. The objective of this program is to enhance participants’ professional competency, particularly in estate planning, trust, and probate law.
The program offers detailed, practical instruction on the validity and admissibility of wills under California law. It examines the legal requirements for different types of wills, including witnessed and holographic wills, the processes for amending or revoking wills, and the methods for proving up wills in probate proceedings. The content is beyond a basic level, making it essential for attorneys, paralegals, and professional fiduciaries involved in the administration of decedent’s estates.
More specifically, this MCLE activity provides advanced legal education and practical guidance in the following areas for LSMCLE credit:
- Identifying different types of wills and their requirements
- Proper execution and witnessing of wills
- Codicils and Revocation of Wills
- Proving Up the Will
- Handling improperly executed or lost wills
- Appointment of executors and administrators with will annexed
This comprehensive program is designed to equip practitioners with the necessary knowledge and skills to handle the complexities of will validity and probate efficiently.
Probate Property vs Non-Probate Property
Probate Property vs Non-Probate Property
AUG. 20, 2025 12:00 PM- 1:00 PM
This MCLE activity relates to legal subjects directly relevant to licensees of the State Bar and have current significant educational professional, or practical content, with an objective to increase each participant’s professional competency as an attorney.
This MCLE activity provides educational or practical instructions in the practice of law, and specifically the practice of Decedent’s Estate Administration as it relates to Estate Planning, Trust, and Probate Law.
This program provides highly detailed educational content on what property of a decedent is probate property, what property of a decedent is non-probate property, and relevant California law, including the California Probate Code. The depth of information is beyond a basic level. Detailed knowledge of probate property vs. non-probate property is necessary in any decedent’s estate to know what property requires a court action, what property can pass without a court action, and what property is subject to administration during a probate matter.
More specifically, this MCLE activity provides high-quality legal education in one or more of the following areas for LSMCLE credit:
Administration of a decedent’s estate, probate, and summary proceedings
Probate Procedures and When to Use Them
SEP. 2, 2025 12:00 PM- 1:00 PM
This MCLE activity relates to legal subjects directly relevant to licensees of the State Bar and have current significant educational professional, or practical content, with an objective to increase each participant’s professional competency as an attorney.
This MCLE activity provides educational or practical instructions in the practice of law, and specifically the practice of Decedent’s Estate Administration as it relates to Estate Planning, Trust, and Probate Law.
This program provides highly detailed educational content on the different probate procedures allowed under the California Probate Code and when to use each one of them. The depth of information is beyond a basic level. Detailed knowledge of the decedent’s debts, income taxes, property, intestate succession, relationships of parties, and probate processes is necessary in any decedent’s estate to know when can each of the probate processes be used and which is the best one for any particular estate.
More specifically, this MCLE activity provides high-quality legal education in one or more of the following areas for LSMCLE credit:
Administration of a decedent’s estate, probate, and summary proceedings
The $750,000 Question: Is AB 2016 Right for Your Probate Case?
SEP. 3, 2025 12:00 PM- 1:00 PM
This MCLE activity relates to legal subjects directly relevant to licensees of the State Bar and have current significant educational professional, or practical content, with an objective to increase each participant’s professional competency as an attorney.
This MCLE activity provides educational or practical instructions in the practice of law, and specifically the practice of Decedent’s Estate Administration as it relates to Estate Planning, Trust, and Probate Law.
This program provides highly detailed educational content on Assembly Bill 2016 as it has revised the former Petition to Determine Succession to Real Property with the new Petition to Determine Succession to Primary Residence probate procedure as allowed under the California Probate Code. The presentation also explains important considerations, debts of the decedent, income taxes of the decedent, and when best to use this procedure. The depth of information is beyond a basic level. Detailed knowledge of the decedent’s debts, income taxes, primary residence, intestate succession, relationships of parties, and probate processes is necessary in any decedent’s estate to know when this procedure should be used and whether it is best for any particular estate.
More specifically, this MCLE activity provides high-quality legal education in one or more of the following areas for LSMCLE credit:
Administration of a decedent’s estate, probate, and summary proceedings